4 Signs When Doctors and Dentists Should Seek Advice

Yves SchoofFinance

Doctors and dentists seek our advice for many reasons, but typically one of the following underlying factors is at play:


The ultimate stakes of your financial decision are high

Making the wrong decision will have a significant impact on your life and the lives of those important to you. You simply cannot afford to get it wrong.

These decisions might range from buying a house, to starting or buying a business.

Unfortunately, many doctors and dentists make these types of decisions without any analysis or seeking expert counsel.


Your financial decisions are emotionally charged

More often than not, the emotions, habits, relationships and beliefs you have around money have a far greater influence on your financial outcomes than any other factor.

For example, if you only live in the now and spend all you earn, or if you pull your investment every time there are share market jitters…we are often our own worst enemy as we are driven by emotions.


You have too many options

It is easy to become overwhelmed by all the choice out there, the DIY investment platforms, the financial self-help books, the blogs, etc

But which of those options is right for you? How do you make the best choice? Having too many options can easily lead to decision paralysis, frustration, and inaction.


Your circumstances are complex

Every individual and family is different, and you may feel that your finances are so unique that you are unsure where to turn to.

You want to get advice that consider your unique circumstances and aspirations and provides you with the clarity and confidence to make the right financial decisions.


Not every financial adviser will be able to guide you through these issues and complexities.

Because I work one-on-one with a limited number of clients and specialise in working with doctors and dentists, my focus is on your individual circumstances, aspirations and complexities.


Whenever you are ready, here are 4 ways I can help you optimise your finances:


  • Grab a free ebook here or let me know if you wanted a copy of Your Financial Health Matters posted out to you.


  • Subscribe to my newsletter or follow me on LinkedIn to receive regular relevant content.


  • Take the 2-minute Health Check and find out what areas of your finances you need to tackle.


  • Work with me and my team privately – book a free Discovery session to find out how we can help you.


Yves Schoof
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Yves Schoof

Author | Specialist Adviser for Medical Specialists and Surgeons at Affluence Private Wealth
I specialise in managing and coordinating the financial affairs of medical professionals and have been recognised as one of the best financial planners in Australia. I am a Certified Financial Planner and member of the Financial Planning Association of Australia.

As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.

My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.

Please contact me on yves@affluenceprivate.com.au or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.

Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. 

The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
Yves Schoof
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